VSGBX vs. FTHRX
Compare and contrast key facts about Vanguard Short-Term Federal Fund Investor Shares (VSGBX) and Fidelity Intermediate Bond Fund (FTHRX).
VSGBX is managed by Vanguard. It was launched on Dec 31, 1987. FTHRX is managed by Fidelity. It was launched on May 23, 1975.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSGBX or FTHRX.
Correlation
The correlation between VSGBX and FTHRX is -0.05. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
VSGBX vs. FTHRX - Performance Comparison
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Key characteristics
VSGBX:
2.36
FTHRX:
1.60
VSGBX:
3.98
FTHRX:
2.56
VSGBX:
1.50
FTHRX:
1.31
VSGBX:
2.33
FTHRX:
0.81
VSGBX:
11.76
FTHRX:
5.28
VSGBX:
0.48%
FTHRX:
1.10%
VSGBX:
2.43%
FTHRX:
3.54%
VSGBX:
-7.42%
FTHRX:
-13.96%
VSGBX:
-0.58%
FTHRX:
-1.39%
Returns By Period
In the year-to-date period, VSGBX achieves a 1.86% return, which is significantly lower than FTHRX's 2.07% return. Over the past 10 years, VSGBX has underperformed FTHRX with an annualized return of 1.52%, while FTHRX has yielded a comparatively higher 1.72% annualized return.
VSGBX
1.86%
0.10%
2.45%
5.80%
1.03%
1.52%
FTHRX
2.07%
0.39%
1.99%
5.79%
0.49%
1.72%
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VSGBX vs. FTHRX - Expense Ratio Comparison
VSGBX has a 0.20% expense ratio, which is lower than FTHRX's 0.45% expense ratio.
Risk-Adjusted Performance
VSGBX vs. FTHRX — Risk-Adjusted Performance Rank
VSGBX
FTHRX
VSGBX vs. FTHRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Short-Term Federal Fund Investor Shares (VSGBX) and Fidelity Intermediate Bond Fund (FTHRX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
VSGBX vs. FTHRX - Dividend Comparison
VSGBX's dividend yield for the trailing twelve months is around 3.14%, less than FTHRX's 3.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSGBX Vanguard Short-Term Federal Fund Investor Shares | 3.14% | 3.48% | 3.32% | 1.66% | 0.48% | 1.30% | 2.31% | 1.91% | 1.30% | 1.08% | 0.87% | 0.61% |
FTHRX Fidelity Intermediate Bond Fund | 3.23% | 3.49% | 2.94% | 2.04% | 1.60% | 2.19% | 2.50% | 2.47% | 2.20% | 2.21% | 2.58% | 2.35% |
Drawdowns
VSGBX vs. FTHRX - Drawdown Comparison
The maximum VSGBX drawdown since its inception was -7.42%, smaller than the maximum FTHRX drawdown of -13.96%. Use the drawdown chart below to compare losses from any high point for VSGBX and FTHRX. For additional features, visit the drawdowns tool.
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Volatility
VSGBX vs. FTHRX - Volatility Comparison
The current volatility for Vanguard Short-Term Federal Fund Investor Shares (VSGBX) is 0.71%, while Fidelity Intermediate Bond Fund (FTHRX) has a volatility of 1.13%. This indicates that VSGBX experiences smaller price fluctuations and is considered to be less risky than FTHRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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